ASML vs TTD: Which Is the Better Buy?
Side-by-side comparison of ASML Holding N.V. and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ASML Holding N.V. · Technology
$1,458.97
+65.1% upside to fair value
Grade B
High Quality
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ASML |
TTD |
| Current Price |
$1,458.97 |
$22.76 |
| Fair Value Estimate |
$2,408.73 |
$134.00 |
| Upside to Fair Value |
+65.1%
|
+488.8%
|
| Market Cap |
$562.3B |
$10.8B |
| Forward P/E |
48.3x
|
24.6x
|
| EV / EBITDA |
37.6x
|
—
|
| Price / Sales |
14.4x
|
3.7x
|
| Price / FCF |
54.4x
|
13.8x
|
| Revenue Growth YoY |
+13.2%
|
+14.5%
|
| Gross Margin |
52.6%
|
78.6%
|
| Operating Margin |
34.8%
|
20.3%
|
| Return on Equity |
52.0%
|
16.9%
|
| Dividend Yield |
0% |
— |
| FCF Yield |
1.84%
|
7.3%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
ASML Holding N.V. is a leading technology company specializing in semiconductor manufacturing equipment, particularly extreme ultraviolet lithography machines which hold a near-monopoly position. The company benefits from a durable competitive moat driven by its technological leadership, high barriers to entry, and strong demand from semiconductor manufacturers globally, especially in China. Desp…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
ASML |
TTD |
| Zone Low |
$1,806.55 |
$100.00 |
| Zone High |
$2,047.42 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|